Purchases and Sales Made in Q3 2024 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q3 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40+ 1.1% |
$16.2K - $19.1K
|
3.68K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.87K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
40+ 4.4% |
$16.2K - $19.1K
|
949
$439K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40+ 1.64% |
$16.2K - $19.1K
|
2.48K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40+ 1.3% |
$16.2K - $19.1K
|
3.12K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.95K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.82K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.8K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
40+ 0.76% |
$16.2K - $19.1K
|
5.31K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
40New |
$16.2K - $19.1K
|
40
$18.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
39+ 0.45% |
$15.8K - $18.7K
|
8.8K
$4.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
39+ 2.52% |
$15.8K - $18.7K
|
1.59K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.56% |
$15.8K - $18.7K
|
6.95K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
39+ 0.9% |
$15.8K - $18.7K
|
4.37K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39+ 0.27% |
$15.8K - $18.7K
|
14.6K
$6.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
39+ 1.66% |
$15.8K - $18.7K
|
2.4K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
38+ 2.55% |
$15.4K - $18.2K
|
1.53K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
38+ 0.47% |
$15.4K - $18.2K
|
8.11K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 0.36% |
$15.4K - $18.2K
|
10.5K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.81% |
$15K - $17.7K
|
4.61K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37+ 2.53% |
$15K - $17.7K
|
1.5K
$693K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
37+ 1.2% |
$15K - $17.7K
|
3.13K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
36+ 2.2% |
$14.6K - $17.2K
|
1.68K
$775K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 2.69% |
$14.6K - $17.2K
|
1.38K
$636K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 1.7% |
$14.6K - $17.2K
|
2.16K
$998K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
36+ 6.65% |
$14.6K - $17.2K
|
577
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 0.94% |
$14.6K - $17.2K
|
3.87K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
36+ 2.44% |
$14.6K - $17.2K
|
1.51K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 5.71% |
$14.2K - $16.7K
|
648
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
35+ 0.53% |
$14.2K - $16.7K
|
6.66K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 0.17% |
$14.2K - $16.7K
|
20.5K
$9.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
35+ 2.48% |
$14.2K - $16.7K
|
1.45K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.93% |
$14.2K - $16.7K
|
1.85K
$856K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35+ 4.92% |
$14.2K - $16.7K
|
747
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
34+ 0.05% |
$13.8K - $16.3K
|
67.6K
$31.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34+ 1.47% |
$13.8K - $16.3K
|
2.34K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
32+ 0.93% |
$13K - $15.3K
|
3.49K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$993K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$451K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
32+ 0.46% |
$13K - $15.3K
|
6.96K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 1.03% |
$13K - $15.3K
|
3.15K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
32+ 2.03% |
$13K - $15.3K
|
1.61K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 1.66% |
$12.6K - $14.8K
|
1.89K
$876K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 4.53% |
$12.6K - $14.8K
|
715
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31+ 0.18% |
$12.6K - $14.8K
|
17K
$7.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
31+ 0.51% |
$12.6K - $14.8K
|
6.15K
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 0.5% |
$12.2K - $14.4K
|
6.03K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
30+ 2.27% |
$12.2K - $14.4K
|
1.35K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 4.18% |
$12.2K - $14.4K
|
748
$346K
|